Sowell Management Has Partnered With TIFIN AG to Enhance Client Acquisition Strategy
Sowell Management Has Partnered With TIFIN AG to Enhance Client Acquisition Strategy
BOULDER, Colo., Sept. 12, 2024 /PRNewswire/ -- TIFIN AG, a leading provider of AI and machine learning solutions for the wealth management industry, is excited to announce a strategic partnership with Sowell Management, a registered investment advisor (RIA) based in North Little Rock, Arkansas. Sowell Management is committed to driving growth through innovative client acquisition strategies. By prioritizing this goal, Sowell Management is eager to leverage TIFIN AG's AI-powered wealth management platform and data science expertise to identify new growth opportunities.
科罗拉多州博尔德,2024年9月12日/美通社/ - TIFIN AG是财富管理行业领先的人工智能和机器学习解决方案提供商,很高兴宣布与北小石城阿肯色州的注册投资顾问(RIA)Sowell Management建立战略合作伙伴关系。 Sowell Management致力于通过创新的客户获取策略推动增长。通过优先考虑这个目标,Sowell Management热衷于利用TIFIN AG的人工智能财富管理平台和数据科学专业知识来发现新的增长机会。
"We have enjoyed a nice partnership with TIFIN through the years," said Bill Sowell, CEO and Founder of Sowell Management, "and are thrilled to engage in an additional growth initiative alongside the efforts of our advisors. Through this partnership, our firm will gain insights and recommendations to drive asset growth through new client acquisition while simultaneously creating efficiencies in our business. We're confident that this focused growth strategy will yield many opportunities for our advisors."
Sowell Management首席执行官兼创始人Bill Sowell表示:“多年来,我们与TIFIN合作愉快,很高兴能够与我们的顾问一起参与新的增长举措。通过这个合作伙伴关系,我们的公司将获得洞察力和建议,通过新的客户获取来推动资产增长,同时在我们的业务中提高效率。我们相信这个专注于增长的策略将为我们的顾问带来许多机会。”
TIFIN AG uses artificial intelligence and advanced machine learning to study data, identify trends, and deliver organic growth insights to wealth enterprises. Through personalized intelligence, advisors are empowered to make data-driven decisions to retain and grow existing clients and identify and pursue new ones.
TIFIN AG利用人工智能和高级机器学习来研究数据,识别趋势,并为财富企业提供有机增长见解。通过个性化情报,顾问可以做出数据驱动的决策,以保留和发展现有客户,并识别和追求新客户。
Jeannette Kuda, President & COO of TIFIN AG, added, "Sowell is an ideal partner for TIFIN AG because they are motivated and focused on creating predictable organic growth. We are proud of the work we're doing alongside them and look forward to helping Sowell achieve their unique growth goals. We have a proven track record of delivering actionable recommendations to help advisors focus on the right opportunities at the right time."
TIFIN AG的总裁兼首席运营官Jeannette Kuda补充道:“Sowell是TIFIN AG的理想合作伙伴,因为他们有动力,并专注于创造可预测的有机增长。我们为能够与他们一起工作感到自豪,并期待帮助Sowell实现他们独特的增长目标。我们拥有成功交付可操作的建议的记录,帮助顾问在正确的时机专注于正确的机会。”
Firms, like Sowell Management, that partner with TIFIN AG receive ongoing personalized support that is customized to their goals and objectives. Each firm can choose from a variety of models to drive their organic growth efforts, expand their footprint in the marketplace, and enhance the financial advice they deliver.
像Sowell Management这样与TIFIN AG合作的公司将获得定制的持续个性化支持,以实现其目标和目标。每家公司可以从多种模型中选择,推动其有机增长努力,扩大市场份额,并提供更好的财务建议。
About TIFIN AG
关于TIFIN AG
TIFIN AG is the go-to partner for wealth enterprises seeking AI-enabled growth. Using innovative supervised AI and machine learning technology, TIFIN AG delivers precise, actionable growth signals to wealth firms, enabling advisors to expand their businesses, deepen client relationships, and foster long-term financial growth.
TIFIN AG是寻求人工智能推动增长的财富企业的首选合作伙伴。利用创新的监督式AI和机器学习技术,TIFIN AG向财富公司提供精确可行的增长信号,使顾问能够扩大业务、加强客户关系并促进长期财务增长。
The TIFIN Group LLC (TIFIN), the parent company of TIFIN AG, creates and operates companies that apply data science, AI, and technology to address frictions in wealth and asset management. TIFIN's companies include Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, and TIFIN @Work. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Motive Partners, and Broadridge among others.
TIFIN集团有限责任公司(TIFIN)是TIFIN AG的母公司,创建并运营旨在解决财富和资产管理中摩擦的公司。TIFIN的子公司包括Magnifi、TIFIN Wealth、TIFIN Give、TIFIN AG、TIFIN AMP、Sage、Helix和TIFIN @Work。TIFIN得到了摩根大通、晨星、Hamilton Lane、富兰克林泰普顿、SEI、动机合伙、Broadridge等机构的支持。
About Sowell Management
关于Sowell Management
Sowell Management is a privately held Registered Investment Advisor (RIA) and a trusted partner to financial advisors. Founded in 2001 on the principle of fee-based fiduciary investing, Sowell Management provides a transformative platform of service and solutions that leads advisors on the path of independence - meeting advisors where they are and taking them where they want to go. Sowell offers a diversity of services and has a nationwide client base. Sowell Management – there for the advisors; there for the journey. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC's website (https://adviserinfo.sec.gov/) or FINRA's BrokerCheck (). Advisory Services offered through Sowell Management, a Registered Investment Advisor.
Sowell Management是一家私营的注册投资顾问(RIA),是金融顾问的可信合作伙伴。Sowell Management成立于2001年,以按费用为基础的受托投资为原则,为顾问提供全方位的服务和解决方案,在独立道路上引导顾问,并帮助他们达到目标。Sowell提供多样化的服务,并拥有遍布全国的客户群体。Sowell Management - 在那里为顾问,伴随旅程。关于Sowell Management的其他信息(CRD#127145 / SEC#801-63991)可在SEC的网站(https://adviserinfo.sec.gov/)或FINRA的BrokerCheck上获得。 ()。咨询服务由Sowell Management,一家注册投资顾问提供。
Media Contacts
媒体联系人
Michael Walsh
[email protected]
Michael Walsh
[email protected]
Samantha Davison
[email protected]
Samantha Davison
[email protected]
SOURCE TIFIN AG
TIFIN AG